Create an Order from Quote



In this article we take you through the steps to create an Order from an existing Quote and then sending to your supplier. This is an efficient way to quickly create an order from a list of materials in your Quote, avoiding any re-keying hassle.


Step 1: Navigate to Quotes and select your Quote





Step 2: Select Items & Create Order from Quote


Select the materials or sections you wish to create an order for, select More and Create Order from Quote. 



Step 3: Select Selected items



We have selected a couple items so will select Selected items. If you are ordering all items then select All items. 



Step 4: Select to assign Order to your Supplier



To avoid this step, tick Limit Order to Single Supplier via Admin and Order Configuration - Help article.



Select your Supplier





Step 5: Fill in the Order form and & Save



Edit the order's Title, select the Order Date and Due Date, Assign the order to a Job and/or Task, add a Reference and any Private notes. If you need to make any edits to this form, after saving, you can by selecting the Order header. 



Step 6: Send Order to Supplier



The Order Status is now Pending. Make any necessary changes to your Order and Save.



Select Supplier and hit Next





Edit the Email Message & hit Send





The Order has been sent to your Supplier. Select to view your Quote





Within the Quote, you can now see the items ordered and the ones yet to be. 





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